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American Electric Power

1,303 hedge funds and large institutions have $32.6B invested in American Electric Power in 2021 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 450 increasing their positions, 402 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 87

28% more call options, than puts

Call options by funds: $256M | Put options by funds: $201M

12% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 402

9% more capital invested

Capital invested by funds: $29.8B → $32.6B (+$2.8B)

9% more funds holding

Funds holding: 1,1931,303 (+110)

0.46% less ownership

Funds ownership: 73.52%73.06% (-0.46%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
1,303
Holders Change
+110
Holders Change %
+9.22%
% of All Funds
20.05%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
220
Increased
450
Reduced
402
Closed
87
Calls
$256M
Puts
$201M
Net Calls
+$55.4M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
726
Summit Securities Group
New York
$442K +$419K +4,968 New
SDAM
727
Shulman DeMeo Asset Management
New York
$440K +$41.6K +493 +11%
SP
728
Symmetry Partners
Connecticut
$438K
EWM
729
Empirical Wealth Management
Washington
$437K
JF
730
Jump Financial
Illinois
$437K +$142K +1,682 +52%
GIA
731
Gladstone Institutional Advisory
Florida
$435K -$58.8K -697 -12%
B
732
Bellecapital
Switzerland
$435K -$5.82K -69 -1%
FNBSF
733
First National Bank Sioux Falls
South Dakota
$434K
CTA
734
Colonial Trust Advisors
South Carolina
$432K -$63.3K -750 -13%
KACA
735
Kayne Anderson Capital Advisors
California
$432K +$86.5K +1,025 +27%
RCAG
736
Rehmann Capital Advisory Group
Michigan
$431K +$5.91K +70 +1%
MAM
737
Mastrapasqua Asset Management
Tennessee
$431K +$18.9K +224 +5%
GT
738
Glenview Trust
Kentucky
$430K -$5.48K -65 -1%
IFWM
739
Institute for Wealth Management
Colorado
$429K -$20K -237 -5%
TSS
740
Two Sigma Securities
New York
$428K +$406K +4,811 New
IMRF
741
Illinois Municipal Retirement Fund
Illinois
$426K -$1.45M -17,228 -78%
MA
742
MUFG Americas
New York
$426K +$34.4K +408 +9%
BFA
743
Brendel Financial Advisors
New Hampshire
$426K +$404K +4,786 New
MMG
744
Monetary Management Group
Missouri
$425K
GCM
745
Gables Capital Management
Florida
$422K
RAM
746
Roanoke Asset Management
New Jersey
$419K +$16.9K +200 +4%
SIM
747
Sentry Investment Management
Wisconsin
$416K
CG
748
Colony Group
Massachusetts
$415K -$4.64K -55 -1%
HCP
749
Hexagon Capital Partners
Arkansas
$415K +$15.4K +183 +4%
9WM
750
9258 Wealth Management
Ohio
$415K +$32.6K +387 +9%

AEP Hedge Fund Activity: Q4 2021 in Review

1,303 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2021, worth a combined $32.6B — up 9.4% from $29.8B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new AEP positions and 87 closed out — a net gain of 133 holders — while 450 added to existing stakes and 402 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $250M. The largest seller was Wells Fargo, cutting an estimated $341M.

  • 1,303 institutional investors held American Electric Power (AEP) as of Q4 2021, up from 1,193 in Q3 2021.
  • Funds reported $32.6B of American Electric Power stock for Q4 2021, up 9.4% quarter-over-quarter.
  • 220 funds opened new American Electric Power positions in Q4 2021 and 87 closed out, a net change of +133 holders.
  • The largest American Electric Power buyer in Q4 2021 was Wellington Management Group, an estimated $250M added.
  • The largest American Electric Power seller in Q4 2021 was Wells Fargo, an estimated $341M sold.

Based on aggregated 13F filings for Q4 2021.